itonewbie
Level 15
12-07-2019
09:37 AM
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Thanks for the additional context. I don't really think there are any material concerns for data security. Integration is definitely a draw. There are those of us who are not really big on data import though, which works well when it does but could be a pain when it doesn't. You may like to set up a mock client or two and test out the functionalities for yourself first hand as a client, if you have not already done so. There are pros and cons to Intuit Link but there has not been a lack of complaints from tax pros and clients.
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Still an AllStar
Still an AllStar